-1.1%
UNH vs BLDR
-11.9%
+10.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.5% |
| 7D | +3.4% | -3.0% | +6.4% | +3.6% |
| 30D | +3.0% | +20.1% | -17.1% | +1.6% |
| 3M | +2.7% | -17.5% | +20.2% | +3.8% |
| 6M | +2.8% | -16.1% | +18.9% | +3.3% |
| YTD | +25.9% | -41.0% | +66.9% | +29.6% |
| 1Y | +25.8% | -41.6% | +67.4% | +29.6% |
| 3Y | -20.0% | -50.8% | +30.8% | -18.5% |
| All | -1.1% | -11.9% | +10.9% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling